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Broadridge

847 hedge funds and large institutions have $18.8B invested in Broadridge in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 288 increasing their positions, 323 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+36
Holders Change %
+4.44%
% of All Funds
13.5%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
86
Increased
288
Reduced
323
Closed
38
Calls
$24.7M
Puts
$18.1M
Net Calls
+$6.59M
Net Calls Change
+$79.8M
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
51
Ensemble Capital Management
California
$59.5M -$3.42M -19,103 -5%
Deutsche Bank
52
Deutsche Bank
Germany
$55.4M +$67.7K +378 +0.1%
LCOV
53
London Company of Virginia
Virginia
$54.2M -$1.88M -10,515 -3%
FAM
54
Fenimore Asset Management
New York
$53.6M +$167K +930 +0.3%
Select Equity Group
55
Select Equity Group
New York
$53.5M -$29.3M -163,839 -35%
Amundi
56
Amundi
France
$53.3M +$5.81M +32,707 +12%
LWCFA
57
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$53.1M +$745K +4,165 +1%
Luther King Capital Management (LKCM)
58
Luther King Capital Management (LKCM)
Texas
$51.8M -$894K -4,993 -2%
EARNEST Partners
59
EARNEST Partners
Georgia
$51.7M +$578K +3,228 +1%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$50.4M -$888K -4,962 -2%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$44.6M +$321K +1,792 +0.7%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$44.1M +$18.3K +102 +0%
GKIM
63
GW&K Investment Management
Massachusetts
$43.9M -$9.53M -53,249 -18%
TD Asset Management
64
TD Asset Management
Ontario, Canada
$43.2M -$2.24M -12,534 -5%
LPL Financial
65
LPL Financial
California
$42.4M +$1.52M +8,490 +4%
BTW
66
Boston Trust Walden
Massachusetts
$37.6M -$12.8M -71,358 -25%
CCM
67
Copeland Capital Management
Pennsylvania
$34.8M +$353K +1,972 +1%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$33.8M -$17.9K -100 -0.1%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$33.8M -$1.1M -6,135 -3%
CS
70
Credit Suisse
Switzerland
$33.3M +$1.66M +9,297 +5%
National Pension Service
71
National Pension Service
South Korea
$32.8M -$1.84M -10,115 -5%
UBS Group
72
UBS Group
Switzerland
$30.8M -$4.83M -26,983 -14%
PI
73
PineBridge Investments
New York
$30.8M -$442K -2,469 -1%
PFM
74
Premier Fund Managers
United Kingdom
$30.8M
BMSSC
75
B. Metzler seel. Sohn & Co
Germany
$27.9M -$2.73M -15,233 -9%